Welcome to Jensen Retirement Services

Build financial security that lasts a lifetime.

Guiding Your Retirement Journey. 

At Jensen Retirement Services, we believe retirement should be more than just financial security—it should bring confidence, and the freedom to live with purpose. We help you navigate key financial decisions—retirement planning, risk management, and legacy preservation—with personalized strategies that empower you to take control of your future.

Rooted in a legacy of trust and expertise passed down from father to son, Fallon Jensen combines time-honored wisdom with modern financial strategies to help clients throughout Tennessee retire with clarity and confidence. Because your future isn’t just about numbers; it’s about the life you want to live.

Fallon's Philosophy

Guided by his father’s enduring example, Fallon approaches every client relationship with honesty, empathy, and a commitment to helping others navigate the transition into retirement with peace of mind and clarity. He believes in making complex financial decisions simple and approachable, ensuring that his clients feel informed and confident in their future.

Meet Fallon Jensen

With a deep commitment to family and a passion for helping others, Fallon helps clients make holistic financial plans that align with their values and long-term goals. He and his wife moved to Tennessee to be closer to her aging parents, ensuring their two young sons could strengthen bonds with their grandparents.

That same commitment to family drives his work, helping clients create lasting financial security for the people they love. Growing up, Fallon watched his father dedicate over 30 years to helping retirees secure their futures with integrity and care.

Inspired by his father’s legacy, he now collaborates with his three brothers, who bring a combined 70+ years of industry experience, to serve families across Tennessee. Fallon lives in Tennessee with his wife, Kaitlin, and their two young sons.

Tyrell's Philosophy

Tyrell believes that a well-structured plan should reflect a client’s unique values, aspirations, and family priorities. His approach combines strategic foresight with a deep personal commitment to guiding clients through life’s transitions with clarity, security, and peace of mind.

Meet Tyrell Jensen

Tyrell Jensen’s passion for guiding clients toward financial security and peace of mind was shaped by a strong foundation in integrity, thoughtful planning, and genuine care. After moving to Utah to complete his degree at Brigham Young University, he dedicated the past 15 years to helping clients in the Western and Southern U.S. navigate retirement with confidence.

His extensive experience, combined with a commitment to personalized service, allows him to craft strategies that protect assets, build legacies, and provide lasting stability. For Tyrell, the most rewarding part of his work is helping clients gain clarity and confidence in their financial futures, enabling them to focus on what truly matters. 

Tyrell currently resides in Eagle Mountain, Utah, with his spouse and their three dogs. In his free time, he enjoys exploring the outdoors and is dedicated to serving his community with the same care and commitment that have guided his career.

Meet the Team

Fallon Jensen

Fallon Jensen is a devoted husband, father, and financial professional who understands the profound importance of creating security for the people who matter most. After relocating to Tennessee to be closer to his wife’s aging parents, Fallon embraced the opportunity to strengthen family connections, ensuring his two young sons could build lasting memories with their grandparents. This personal decision reflects Fallon’s deeply held belief that planning isn’t just about money—it’s about safeguarding relationships and building a legacy of care and connection.

Tyrell Jensen

Tyrell Jensen has dedicated over 20 years to helping individuals and families navigate the complexities of retirement planning. His career began in the Pacific Northwest, working alongside his father at the family’s Estate and Retirement Services firm. Their father’s unwavering commitment to integrity, thoughtful planning, and genuine care inspired Tyrell’s passion for guiding clients toward financial security and peace of mind. After moving to Utah to complete his degree at Brigham Young University, Tyrell continued to build his career in retirement services, focusing on clients in Utah and Idaho for the past 15 years.

An Experienced Advisor to Support Your Goals

At Jensen Retirement Services, we are dedicated to guiding you through one of life’s most significant transitions: retirement. With decades of experience, we have helped thousands of individuals turn their hard-earned savings into a secure, fulfilling retirement. 

Why Our Clients Choose Us

Personalized service with a local touch

To Help you Retire with Confidence 

For Strategies to protect and grow your income

To create strategies to maximize retirement income and minimize taxes

Do you want to feel more confident in your retirement? We’re here to help you navigate the complexities of your plan. Reach out today for your first meeting. 

OUR SERVICES

Empowering Your Retirement Journey

At Jensen Retirement Services, we focus on empowering you through understanding and working with you to develop a personalized plan. Trust and clarity are at the heart of our process, ensuring you feel confident and informed at every step. We guide you in addressing the most critical areas of retirement to build a secure and purpose-driven future.

Your Current and Future Income Needs

We help you create a reliable income plan that ensures your resources last throughout your retirement while adapting to life’s changes. Key considerations include:

  • Addressing actual spending, inflation, and taxation.
  • Identifying inefficiencies in your current financial situation.
  • Preparing for income, expense, and tax challenges following the loss of a spouse. Maintaining your ideal lifestyle with confidence.

Asset Preservation and Growth

Protecting and growing your wealth is essential for a secure retirement. We offer strategies that balance stability and growth, including:

  • Reducing or eliminating unnecessary risks where possible.
  • Coordinating tax strategies to minimize today’s liabilities and future burdens, especially at the demise of the first spouse.
  • Developing gifting strategies aligned with federal estate tax and state inheritance tax regulations.
  • Addressing catastrophic illness concerns with tailored financial solutions.

Legacy and Estate Distribution

Your legacy is more than assets; it’s about ensuring your wishes are honored and your loved ones are cared for. We help with:

  • Reducing taxes incurred after passing, such as federal estate tax, state inheritance tax, and income tax on inherited income (IRD).
  • Designing options to control distributions and reduce the burden on family members managing the process.
  • Implementing estate equalization strategies to prevent unfair burdens or expectations on heirs.
  • Providing guidance for beneficiaries with special needs to ensure they are supported appropriately.

Legacy & Estate Planning

Ensure your assets are distributed according to your wishes. Our strategies focus on efficient wealth transfer and minimizing taxes, helping you preserve your legacy for future generations.

Tax-Optimized Strategies

Maximize your retirement income by reducing tax burdens with personalized approaches that fit your specific circumstances.

Why Jensen Retirement Services?

We believe retirement planning is not just about finances—it’s about creating clarity, confidence, and a future that reflects your values

Our personalized, client-focused approach to help ensure your plan is as unique as your goals, empowering you to focus on what truly matters to you.

Your retirement journey isn’t only about the numbers; it’s about the life you want to live and the legacy you want to leave.

Join a “Retirement 101” Webinar – Reserve Your Complimentary Seat

Gain the Knowledge to Help Increase Income, Reduce Taxation, and Pass More on to Your Heirs

Retirement should be a time of security and enjoyment—not uncertainty. Join our complimentary “Retirement 101” webinar to learn key strategies for protecting your savings, generating reliable income, and avoiding common financial pitfalls in retirement.

During this webinar, you’ll gain valuable insights on how to:

  • Avoid common mistakes that could put your retirement at risk
  • Maximize your Social Security benefits and create a steady income stream
  • Plan for rising healthcare costs and unexpected expenses
  • Manage market volatility and protect your retirement savings
  • Transition from saving to spending with a well-structured income plan


This webinar is designed for pre-retirees and retirees who want to make informed decisions, safeguard their hard-earned savings, and build a retirement income plan that lasts.

Reserve Your Spot Today

March 25th

May TBD

Ready to Maximize Your Financial Future?

At Jensen Retirement Services, we’re here to help you take the next step toward financial stability and security. 

Contact Us

Schedule Your Complimentary Consultation